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Hobart Private Capital’s Western Digital WDC Stock Holding History

Hobart Private Capital’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,916
Closed -$288K – 157
2018
Q2 		$288K Buy
4,916
+1,234
+34% +$78.5K 0.23% 101
2018
Q1 		$257K Buy
+3,682
New +$248K 0.23% 98

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Hobart Private Capital's WDC Position: Q3 2018 in Review

Hobart Private Capital sold out of Western Digital (WDC) in Q3 2018, closing a stake of 4,916 shares — an estimated $288K sold.

Hobart Private Capital first reported a position in WDC in Q1 2018 and held it in 2 quarters. The position peaked at $288K in Q2 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Hobart Private Capital reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Hobart Private Capital sold 4,916 Western Digital shares in Q3 2018, an estimated $288K.
  • Hobart Private Capital first reported a position in Western Digital in Q1 2018 and held it in 2 quarters.
  • Hobart Private Capital's Western Digital position peaked at $288K in Q2 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Hobart Private Capital's 13F filing for Q3 2018, filed 11 Mar 2024.